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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,222 | $102,422-35.3% | $147,117-55.0% | $80,959-18.2% |
| Participation rate | 29.0% | 75.9%-46.8pp | 82.2%-53.2pp | 67.7%-38.6pp |
| Annual return | 8.99% | 135.16%-126.2pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,013 | $3,717-72.8% | $4,932-79.5% | $2,757-63.3% |
| Participant deferral / active EE | $3,155 | $6,652-52.6% | $8,065-60.9% | $4,300-26.6% |
| Admin fee / account holder | $1,480 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |